Capital Achievements, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated January 14, 2026, reports $155M in regulatory assets under management, 1 employee, and 170 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.0% of total clients.
Top client categories% of clientsClients
1
HNWI
78.0%
32
2
Individuals
17.1%
7
3
Irrevocable Trusts/Estates
4.9%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$155Mas of January 14, 2026
Discretionary34.0%
$53M
34% of total RAUM34.0%
Non-discretionary66.0%
$102M
66% of total RAUM66.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$155M
Total Accounts170
10Y AUM Change+$38M (+32.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee41:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.